by ProVise Management | Feb 7, 2023 | Estate Planning
Whether you are just starting to think about your legacy or are in the process of updating your estate plan, you need to make sure that your inheritance funds meet your loved ones’ needs in case of your death or illness. No matter the amount of wealth you have,...
by ProVise Management | Feb 5, 2023 | Financial Planning
While financial planning is an effective tool for meeting short-term goals, it is also a crucial aspect of securing a stable financial future. Big-picture financial planning takes into account the overarching goals of your financial life, which may include budgeting,...
by ProVise Management | Oct 31, 2022 | Tax Tips
The tax rate increases the more you earn. This can be bad news for high earners, who can find themselves paying as much as 37% on their taxable income (and that is only federal income tax and may only increase in the future). Luckily, there are some ways that...
by ProVise Management | Oct 20, 2022 | Retirement
What exactly constitutes a recession is hard to define and the definition has been getting a lot of publicity recently, but generally, a recession is considered a period where a nation’s economic output is declining. Recessions are commonly described as a fall in GDP...
by ProVise Management | Oct 12, 2022 | Retirement
You might be wondering, what exactly is an IRA and how does it work? An individual retirement account (IRA) is a retirement savings account that allows a person to deposit money toward their retirement. This type of account is managed by the individual planning for...
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